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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ

名前 AUM AUM
増加率
AUM
成長率%
四半期
推定リターン
3年間の推定リターン
保有銘柄 ポートフォリオ回転率 平均保有
期間(年)
Cabot-Wellington
4601
Cabot-Wellington
Massachusetts
$3.38億 +$2623万 +8% 2.71% 73.1% 5 0% 5.6
Gilliland Jeter Wealth Management
4602
Gilliland Jeter Wealth Management
Arkansas
$3.38億 +$673万 +2% 1.03% 128% 191 12.57% 1.8
Selective Wealth Management
4603
Selective Wealth Management
Virginia
$3.38億 +$1720万 +5% 3.93% 74.4% 127 21.26% 3
NKCFO LLC
4604
NKCFO LLC
Illinois
$3.37億 -$846万 -2% 10.2% 237% 131 49.62% 0.8
WIM
4605
WIM Investment Management
Hong Kong
$3.37億 -$4959万 -13% 11.2% – 24 25% 0.8
Sterling Financial Planning
4606
Sterling Financial Planning
New Jersey
$3.37億 +$545万 +2% 1.77% 59.3% 123 7.32% 3.8
Pension & Wealth Management Advisors
4607
Pension & Wealth Management Advisors
Massachusetts
$3.37億 -$8.58万 -0% 1.74% 49.9% 576 17.53% 1.6
Freedom Investment Management
4608
Freedom Investment Management
Connecticut
$3.37億 -$697万 -2% 1.25% 71.9% 122 17.21% 3.7
Shoker Investment Counsel
4609
Shoker Investment Counsel
Ohio
$3.37億 -$442万 -1% 5.43% 88.9% 114 7.02% 6.3
SC
4610
Schiavi & Co
Delaware
$3.37億 +$2562万 +8% 2.64% 43.6% 51 15.69% 2.1
IWN
4611
Independent Wealth Network
Iowa
$3.37億 +$931万 +3% 1.66% 78.2% 350 31.71% 2.3
Comprehensive Financial Consultants Institutional
4612
Comprehensive Financial Consultants Institutional
Indiana
$3.37億 +$531万 +2% 1.49% 78% 202 9.41% 2.7
Team Hewins
4613
Team Hewins
California
$3.37億 +$2616万 +8% 4.55% 62.5% 42 7.14% 1.9
Standard General
4614
Standard General
New York
$3.36億 -$2.22億 -40% 37.8% 259% 3 33.33% 6.5
WT Wealth Management
4615
WT Wealth Management
Arizona
$3.36億 -$1142万 -3% 0.78% 72% 153 23.53% 2.4
Leeward Financial Partners
4616
Leeward Financial Partners
Washington
$3.36億 -$1956万 -5% 4.26% 97.9% 100 7% 2.7
Sanofi
4617
Sanofi
France
$3.36億 +$2554万 +8% 2.95% – 9 11.11% 0.9
Haverford Financial Services
4618
Haverford Financial Services
Pennsylvania
$3.36億 -$2122万 -6% 1.64% 57.9% 49 8.16% 6.2
KA
4619
Kooman & Associates
Pennsylvania
$3.35億 -$267万 -0.8% 0.58% 66% 54 11.11% 2.4
Hudson Value Partners
4620
Hudson Value Partners
Florida
$3.35億 -$74万 -0.2% 2.02% 124% 114 16.67% 3
LifeWealth Investments
4621
LifeWealth Investments
Florida
$3.35億 +$1927万 +6% 1.62% – 169 25.44% 0.9
Passive Capital Management
4622
Passive Capital Management
Maryland
$3.35億 +$1514万 +5% 0.17% 41% 109 18.35% 2.1
VSM Wealth Advisory
4623
VSM Wealth Advisory
Maryland
$3.35億 +$187万 +0.6% 1.3% – 524 18.89% 0.9
Red Wave Investments
4624
Red Wave Investments
Pennsylvania
$3.35億 -$141万 -0.4% 1.5% 68.8% 124 18.55% 3.7
Private Client Services
4625
Private Client Services
Kentucky
$3.34億 +$1449万 +5% 0.21% 72% 231 26.41% 1.3